Nasdaq - Delayed Quote USD

Shelton Nasdaq-100 Index K (NDXKX)

38.59
+0.06
+(0.16%)
At close: June 9 at 6:46:45 PM EDT
Loading Chart for NDXKX
  • Previous Close 38.53
  • YTD Return 1.60%
  • Expense Ratio 0.77%
  • Category Large Growth
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.84B
  • Beta (5Y Monthly) 1.14
  • Yield 0.09%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend 0.00
  • Inception Date Jan 18, 2000

Under normal market conditions, the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the stocks comprising the index. It is passively managed. The Nasdaq-100 Index® includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.

Shelton Capital Management

Fund Family

Large Growth

Fund Category

1.84B

Net Assets

2000-01-18

Inception Date

Performance Overview: NDXKX

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Trailing returns as of 6/5/2025. Category is Large Growth.

YTD Return

NDXKX
1.60%
Category
12.38%
 

1-Year Return

NDXKX
15.21%
Category
41.70%
 

3-Year Return

NDXKX
19.19%
Category
22.56%
 

5-Year Return

NDXKX
17.48%
Category
21.98%
 

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Holdings: NDXKX

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Sector Weightings

SectorNDXKX
Technology   50.79%
Healthcare   5.80%
Industrials   3.75%
Utilities   1.44%
Energy   0.62%
Real Estate   0.22%

Recent News: NDXKX

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Research Reports: NDXKX

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